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Safeguard Investment Advisory Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-365
Closed -$21K – 396
2020
Q4 		$21K Buy
+365
New +$20K 0.02% 301

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Investment Advisory Group's IWX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2021, closing a stake of 365 shares — an estimated $21K sold.

Safeguard Investment Advisory Group first reported a position in IWX in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 78 funds tracked by Wall St. Rank hold IWX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 365 iShares Russell Top 200 Value ETF shares in Q1 2021, an estimated $21K.
  • Safeguard Investment Advisory Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Russell Top 200 Value ETF position peaked at $21K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.